Dynamic Technology Lab’s Jefferies Financial Group JEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,271
| Closed | -$230K | – | 1219 |
|
2023
Q3 | $230K | Buy |
+6,271
| New | +$230K | 0.02% | 746 |
|
2023
Q2 | – | Sell |
-18,780
| Closed | -$596K | – | 1205 |
|
2023
Q1 | $596K | Sell |
18,780
-30,294
| -62% | -$961K | 0.06% | 561 |
|
2022
Q4 | $1.61M | Sell |
49,074
-45,798
| -48% | -$1.5M | 0.16% | 196 |
|
2022
Q3 | $2.68M | Buy |
+94,872
| New | +$2.68M | 0.26% | 58 |
|
2022
Q1 | – | Sell |
-13,398
| Closed | -$497K | – | 1292 |
|
2021
Q4 | $497K | Buy |
+13,398
| New | +$497K | 0.06% | 584 |
|
2021
Q2 | – | Sell |
-67,222
| Closed | -$1.93M | – | 1315 |
|
2021
Q1 | $1.93M | Buy |
67,222
+37,423
| +126% | +$1.08M | 0.22% | 81 |
|
2020
Q4 | $701K | Sell |
29,799
-39,985
| -57% | -$941K | 0.11% | 313 |
|
2020
Q3 | $1.2M | Buy |
+69,784
| New | +$1.2M | 0.19% | 141 |
|
2020
Q2 | – | Sell |
-68,221
| Closed | -$892K | – | 1152 |
|
2020
Q1 | $892K | Buy |
68,221
+37,168
| +120% | +$486K | 0.17% | 152 |
|
2019
Q4 | $634K | Buy |
+31,053
| New | +$634K | 0.1% | 358 |
|
2019
Q2 | – | Sell |
-49,872
| Closed | -$839K | – | 1133 |
|
2019
Q1 | $839K | Buy |
49,872
+30,603
| +159% | +$515K | 0.14% | 239 |
|
2018
Q4 | $300K | Buy |
19,269
+8,645
| +81% | +$135K | 0.05% | 632 |
|
2018
Q3 | $209K | Sell |
10,624
-286
| -3% | -$5.63K | 0.03% | 873 |
|
2018
Q2 | $222K | Sell |
10,910
-25,162
| -70% | -$512K | 0.03% | 810 |
|
2018
Q1 | $734K | Buy |
+36,072
| New | +$734K | 0.11% | 323 |
|
2017
Q2 | – | Sell |
-31,681
| Closed | -$737K | – | 1171 |
|
2017
Q1 | $737K | Buy |
+31,681
| New | +$737K | 0.17% | 151 |
|
2016
Q4 | – | Sell |
-29,365
| Closed | -$500K | – | 1019 |
|
2016
Q3 | $500K | Buy |
+29,365
| New | +$500K | 0.13% | 239 |
|
2016
Q2 | – | Sell |
-19,293
| Closed | -$280K | – | 1008 |
|
2016
Q1 | $280K | Buy |
19,293
+4,159
| +27% | +$60.4K | 0.08% | 569 |
|
2015
Q4 | $236K | Buy |
+15,134
| New | +$236K | 0.07% | 629 |
|
2015
Q2 | – | Sell |
-18,986
| Closed | -$379K | – | 840 |
|
2015
Q1 | $379K | Buy |
+18,986
| New | +$379K | 0.16% | 249 |
|
2014
Q4 | – | Sell |
-24,968
| Closed | -$532K | – | 752 |
|
2014
Q3 | $532K | Buy |
24,968
+12,133
| +95% | +$259K | 0.26% | 96 |
|
2014
Q2 | $301K | Buy |
+12,835
| New | +$301K | 0.14% | 310 |
|
2013
Q3 | – | Sell |
-8,868
| Closed | -$208K | – | 528 |
|
2013
Q2 | $208K | Buy |
+8,868
| New | +$208K | 0.22% | 237 |
|